Deliver Ad-Hoc Orders
As a sales representative, you can deliver ad-hoc orders and generate invoice to collect payments for the order you delivered using this feature.
You can create and deliver ad-hoc sales orders based on requests and your spare inventory in your van or truck for the requested products. You can also generate invoice to collect payments for ad-hoc orders.
To deliver ad-hoc orders,
-
Create an order.
See Creating Your Orders from the Shopping Cart.
-
After order creation is complete, navigate to the Order Details page and tap the Summary tab. Select the Actions menu and tap Deliver.
-
On the Deliver Order page, review the details and capture the store manager's signature, name and date and tap Submit.
Order Invoice page appears.
Note:A product delivered as a part of the shipment is related to a container. When the number of loaned containers for the products exceeds the maximum limit, return the containers or pay for the additional ones.
-
To review and print invoice and to capture payment, see Delivering Shipments.